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PLFIX vs VSMPX
PLFIX vs VSMPX Comparison
Open Charts PLFIX vs VSMPX
Principal Large Cap S&P 500 Index Inst
Price$28.88
Change+$0.16 (+0.56%)
VolumeN/A
Net Assets9.04B
Vanguard Total Stock Mkt Idx Instl Pls
Price$267.88
Change+$1.78 (+0.67%)
VolumeN/A
Net Assets1.72T
PLFIX vs VSMPX Comparison Chart
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PLFIX vs. VSMPX commentary
Jun 05, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PLFIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. PLFIX (9.04B). VSMPX pays higher dividends than PLFIX: VSMPX (1.29) vs PLFIX (1.19). PLFIX was incepted earlier than VSMPX: PLFIX (24 years) vs VSMPX (10 years). PLFIX (0.11) is less costly to investors than VSMPX (0.02). PLFIX is a more actively managed with annual turnover of: 2.30 vs. VSMPX (2.00). PLFIX has a lower initial minimum investment than VSMPX: PLFIX (0) vs VSMPX (100000000). PLFIX (12.02) and VSMPX (12.00) have marching annual gain over last year. VSMPX return over 5 years is better than : 85.36 vs. PLFIX (58.92).
| PLFIX | VSMPX | PLFIX / VSMPX | |
| Total Expense Ratio | 0.11 | 0.02 | 550% |
| Annual Report Gross Expense Ratio | 0.11 | 0.02 | 550% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 1.448 | 0.607 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04B | 1.72T | 1% |
| Annual Yield % from dividends | 1.19 | 1.29 | 92% |
| Returns for 1 year | 12.02 | 12.00 | 100% |
| Returns for 3 years | 40.18 | 41.98 | 96% |
| Returns for 5 years | 58.92 | 85.36 | 69% |
| Returns for 10 years | 125.45 | 169.24 | 74% |
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